+141.2%
ADI vs VCIT
+4.1%
+137.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.4% | -0.3% | +0.8% | +0.9% |
| 30D | -3.8% | -0.8% | -3.0% | -2.8% |
| 3M | -15.3% | -1.0% | -14.2% | -14.0% |
| 6M | +6.7% | -1.8% | +8.5% | +9.5% |
| YTD | +34.8% | -0.7% | +35.5% | +36.3% |
| 1Y | +49.0% | +1.0% | +48.1% | +47.8% |
| 3Y | +108.1% | +18.8% | +89.2% | +69.2% |
| All | +141.2% | +4.1% | +137.1% | +114.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VCIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling